See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $808,769 | $180,028+349.2% | $138,135+485.5% | $158,922+408.9% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 14.45% | 21.68%-7.2pp | 20.51%-6.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $11,400 | $7,470+52.6% | $5,587+104.1% | $4,761+139.4% |
| Participant deferral / active EE | $18,000 | $7,717+133.2% | $6,431+179.9% | $5,982+200.9% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |